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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $14.3B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 252 Added 369 Reduced 39 Exited
Page 5 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VICI VICI PPTYS INC Real Estate 385,680.0 $10.5M 0.07% -8K -1.9% $27.32 -3.8%
82 RMD RESMED INC Healthcare 45,988.0 $10.3M 0.07% -890.0 -1.9% $224.48 -16.0%
83 PLD PROLOGIS INC. Real Estate 75,250.0 $9.9M 0.07% -906.0 -1.2% $131.68 +6.7%
84 KO COCA COLA CO Consumer Defensive 129,657.0 $9.9M 0.07% -30K -18.6% $76.04 +4.4%
85 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 107,143.0 $9.9M 0.07% -58K -35.0% $91.97 -5.6%
86 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 158,843.0 $9.7M 0.07% -35K -17.9% $61.34 -28.8%
87 ROST ROSS STORES INC Consumer Cyclical 45,034.0 $9.7M 0.07% -6K -11.3% $215.68 +7.9%
88 FICO FAIR ISAAC CORP Technology 9,033.0 $9.6M 0.07% -353.0 -3.8% $1067.01 +2.8%
89 AFL AFLAC INC Financial Services 87,701.0 $9.6M 0.07% -1K -1.6% $109.71 +5.3%
90 FAST FASTENAL CO Industrials 203,097.0 $9.4M 0.07% -3K -1.4% $46.40 -1.1%
91 DLTR DOLLAR TREE INC Consumer Defensive 83,790.0 $9.2M 0.06% -3K -3.4% $109.51 +2.0%
92 HYG ISHARES TR 115,299.0 $9.1M 0.06% -50K -30.3% $79.12 +1.1%
93 BX BLACKSTONE INC Financial Services 78,178.0 $9.0M 0.06% -30K -27.5% $114.59 +8.0%
94 KMB KIMBERLY-CLARK CORP Consumer Defensive 92,259.0 $8.9M 0.06% -108K -54.0% $96.46 +6.3%
95 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 92,514.0 $8.8M 0.06% -54K -36.7% $94.98 -0.7%
96 KHC KRAFT HEINZ CO Consumer Defensive 388,603.0 $8.7M 0.06% -47K -10.7% $22.48 +1.5%
97 EL LAUDER ESTEE COS INC Consumer Defensive 121,309.0 $8.7M 0.06% -3K -2.5% $71.34 +18.9%
98 NKE NIKE INC Consumer Cyclical 161,923.0 $8.5M 0.06% -100K -38.1% $52.33 -13.6%
99 MSCI MSCI INC Financial Services 15,435.0 $8.3M 0.06% -2K -12.9% $538.99 +7.8%
100 EMR EMERSON ELEC CO Industrials 62,566.0 $8.2M 0.06% -857.0 -1.4% $130.99 +15.0%
Page 5 of 19  ·  369 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.4%
Technology 31.3%
Communication Services 10.5%
Consumer Cyclical 7.0%
Healthcare 6.7%
Consumer Defensive 2.7%
Industrials 2.6%
Energy 1.9%
Basic Materials 1.3%
Utilities 1.0%